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For accountants & bookkeepers

For accountants & bookkeepers

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1206 results found

  1. The ability to create permissions for XPM that are assigned to a user role that is templated and then can easily be bulk assigned to staff within the practice.

    7 votes

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  2. We would like Hubdoc to convert an uploaded Bank statement into a csv file.
    So as to easily import the data into Xero to reconcile new bank accounts prior to bank feed connection.

    225 votes

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    41 comments  ·  Hubdoc  ·  Admin →
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    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

  3. Have the capability to transform a newly established task into a repeating job, as well as revise a recurring task to reflect modifications made to a job generated from the recurring assignment.

    2 votes

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  4. Projects: On project summary report include column for who project is assigned to. This will be useful if calculating work in progress per assigned user.

    3 votes

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  5. Ability to transfer tax return link to other jobs. we have created a tax return in the wrong job or want to transfer the return to another job. Would be great if the hot link can be disconnected and reconnected to a different job.

    34 votes

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    Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.

  6. Rename "other name" field to "middle name/s", need another field for casual name (say for example people that go by their middle name) and also put first name or casual name on contact details screen that is shown on front screen, currently showing other name for some reason...

    3 votes

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  7. Hubdoc date format recognition is set at a global level, meaning when it processes invoices for US date formats, it can get it very wrong (e.g. 01-09-23 is interpreted as 9th Jan 2023 when it should in fact be 1st Sep 2023).

    This makes automating the process impossible and requires manual checking and adjustment of the date on all US date format documents before submitting to Xero. It can also lead to mistakes and significant additional time to rectify errors when reconciling.

    Please provide a means of either auto-recognising the date format (though I appreciate this is easier said than…

    7 votes

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    2 comments  ·  Hubdoc  ·  Admin →
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  8. Job Manager - Additional quick job notes Column need to be added which can be seen directly through Job manager screen instead of going inside the Job and then in tab notes

    27 votes

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  9. It would be great to be able to preview returns on screen rather than having to export to PDF.

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  10. You informed in January that Classic Invoicing would cease in September, so I have switched to New Invoicing. I have now usewd it for 6 weeks, and wish to offer the following comments:
    1. In Draft invoicing the Quantity box is filled with '1' by default even if I intentionally leave it blank. This is not helpful.

    1. The price shows as 0.00 and you have to clear all the zeros in order to insert the price. Example my price is 295 : if I type 295 what shows is 0.00295. Again, not helpful.

    3.Having converted the draft invoice to a…

    3 votes

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  11. Document Packs - It would be great if we could send to one signatory to sign, then back to me to counter sign, then both signatories get an alert the document is complete.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  12. It would be really helpful if there was a way of adding a notification dot on the "failed" tab in Hubdocs to alert the user to any documents that have not been published. We have often had documents that have failed but forget to look on the failed tab. A reminder dot would be so helpful and probably quite easy to install into the programme. Is this possible please?

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. Sorting bills or invoices under contacts by bill/invoice number or date or due date or reference, etc., Previously I believe that this was possible, now the only column is date and that's pretty annoying when looking for a particular bill number, etc.,

    2 votes

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  14. Have a separation of Client Edit privileges to allow practice staff to edit Contacts, Groups, and Relationships without having full edit access (e.g. will not be able to edit client address, email address, Agent, etc)

    79 votes

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  15. Change/Simplify the wording of Medicare Levy item M2-A regarding number of days not liable for surcharge. The question is a double-negative and hard to comprehend sometimes.

    Suggestion: "How many days was the taxpayer covered by Private health during the year?"

    2 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  16. When reconciling bank receipts, the customer name and relevant invoice number is shown, but not the customer account number. This makes allocations a pain where customers only use account numbers as a reference, and not their account name or invoice number.

    Please can the account number also be shown in this window.

    2 votes

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  17. One click tax estimate.
    We often just print a tax estimate and it would be great to have one button for the tax estimate rather than having to unclick all the other options in the print menu.

    12 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  18. It would be great it we could have a Task automatically added to the auto-generated job when we have the 'Create Activity Statements on a newly generated job' option checked.

    12 votes

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  19. A report for strictly manual journals that would show ID, Narration, accts, etc, or the ability to filter manual journals in the current journal report.

    2 votes

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  20. Currently the file sizes generated in uploading receipts is unnecessary large - I often see 3Mb for a coffee receipt! This is problematic when onward charging expenses to customers (and requires manually resizing before adding to an invpice which is time consuming) and must be costing you a fortune in data storage. Why isn't the file size limited to a sensible size or at least configurable by the user?

    2 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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